What are the responsibilities and job description for the Life Health Insurance Agent position at Transamerica Agency Network?
Are you ready to grow your business with one of the most flexible and advisor-focused platforms in the financial services industry?
Transamerica Agency Network (TAN) is seeking driven professionals in Life Insurance, Employee Benefits, Retirement Planning, Wealth Accumulation, and Financial Services who want access to top-tier products, exceptional support, and unlimited growth potential.
Whether you are an experienced producer looking to expand your practice or a motivated professional seeking a rewarding career path, TAN provides the tools, resources, and flexibility needed to help you succeed.
Unlike many organizations that require advisors to fit into a single business model, TAN offers both W-2 employment opportunities and independent 1099 contracts, allowing you to choose the path that best fits your goals.
Our advisors gain access to a broad range of insurance, employee benefits, retirement, and financial solutions through relationships with leading organizations including Crump, AMS, Transamerica Financial Advisors, Transamerica Employee Benefits, and numerous nationally recognized carriers.
This diverse platform allows you to focus on what matters most—serving clients and growing your business—while we help reduce the administrative burden.
Access to Industry-Leading Carriers and Solutions- Life Insurance
- Employee Benefits
- Retirement Planning
- Wealth Accumulation Strategies
- Long-Term Care Solutions
- Annuities
- Disability Income Protection
- Executive Benefits
- Business Planning Solutions
Including products from leading companies such as:
- Transamerica
- Mutual of Omaha
- North American
- Athene
- F&G
- And many more
Our support structure is designed to help advisors maximize their time in front of clients.
You'll have access to:
- Dedicated case management support
- Administrative assistance
- Advanced underwriting resources
- New business processing support
- Sales and marketing materials
- Prospecting resources
- Call-dialing technology
- Business development coaching
- Mentorship from experienced leaders
- Industry-leading training programs
Our goal is simple:
Provide advisors with the products, systems, and support necessary to spend more time helping clients and less time managing paperwork.
- Build and maintain strong client relationships.
- Identify client goals and financial needs.
- Recommend appropriate insurance and financial solutions.
- Conduct financial reviews and policy evaluations.
- Educate clients on available strategies and products.
- Deliver exceptional ongoing service and support.
- Develop referral relationships and business opportunities.
- Stay informed regarding industry trends and product solutions.
- Operate with professionalism, integrity, and a client-first mindset.
- Active Life and Health License. (Required)
- FINRA registrations are a plus.
- Annuity and Long-Term Care certifications are a plus.
- Previous experience in insurance, employee benefits, financial services, banking, or sales preferred.
- Strong communication and relationship-building skills.
- Entrepreneurial mindset and self-motivation.
- Desire to grow personally and professionally.
- Commitment to providing exceptional client service.
- Competitive commissions
- Performance bonuses
- New advisor incentive programs
- Leadership development opportunities
- Access to multiple revenue streams
- Business ownership opportunities
- Flexible schedule and work environment
- Extensive training and mentorship
- Employer-contributed medical coverage
- Dental coverage
- Vision coverage
- Life insurance
- Disability coverage
- Company-paid Long-Term disability coverage
- Microsoft 365 Suite
- Personalized advisor website
- 401(k) with company match
- Employer pension contribution
- HSA with company contribution
- FSA/Dependant FSA
- Ongoing professional development
Top performers enjoy:
- All-inclusive incentive trips for you and a guest
- Luxury destination travel opportunities
- Cash bonuses and incentive programs
- Custom rewards and recognition packages
- Leadership advancement opportunities
- Paid MDRT membership for qualifying agents
- Conference attendance and industry recognition
Destinations have included:
- Cabo San Lucas
- Cancun
- Maui
- Las Vegas
- Jamaica
- Alaska 7 day cruise
- Caribbean 7 day cruise
Our most successful professionals are:
- Entrepreneurial
- Coachable
- Competitive
- Relationship-driven
- Growth-oriented
- Passionate about helping others
Whether you're looking to build an independent practice or join a team with extensive support and resources, TAN offers a platform designed to help you achieve your professional goals.
If you're ready to build a rewarding career while helping individuals, families, and businesses achieve financial security, we'd love to speak with you.
Submit your resume and learn how Transamerica Agency Network can help you take your business—and your career—to the next level.
Transamerica Agency Network is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all professionals.